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Toth Financial Advisory’s DaVita DVA Stock Holding History

Toth Financial Advisory’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$713K Buy
+3,205
New +$582K 0.07% 157
2021
Q3 		– Sell
-6,000
Closed -$723K – 753
2021
Q2 		$723K Buy
+6,000
New +$710K 0.11% 133

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Toth Financial Advisory's DVA Position: Q2 2026 in Review

Toth Financial Advisory opened a new position in DaVita (DVA) in Q2 2026: 3,205 shares worth $713K. The stake represents 0.07% of the portfolio and ranks #157 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in DVA as recently as Q2 2021.

Toth Financial Advisory first reported a position in DVA in Q2 2021 and has held it in 2 quarters since. The position peaked at $723K in Q2 2021. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Toth Financial Advisory held 3,205 shares of DaVita worth $713K as of Q2 2026.
  • DaVita was a new Toth Financial Advisory position in Q2 2026.
  • DaVita made up 0.07% of Toth Financial Advisory's portfolio in Q2 2026, its #157 holding.
  • Toth Financial Advisory first reported a position in DaVita in Q2 2021 and has held it in 2 quarters since.
  • Toth Financial Advisory's DaVita position peaked at $723K in Q2 2021.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.